Savings Goals

Are You on Pace to Meet Your Savings Goals?

Setting a goal is a crucial step in meeting your savings objectives. Do you have
specific savings goals, or are you merely hoping you’ll have enough when the need
arises?

This calculator is designed to help you determine how much you need to save
each year to meet your savings goals.

Are you able to save the annual amount needed to pursue your targeted savings goal? If not, you may need to reexamine your savings plan and make some adjustments. You can change some of the variables to see how they affect your results.

Your Results

Total value of current savings:

$0

Number of years you have to save:

0

After-tax rate of return you expect on your investments:

0%

Annual savings required:

$0

Are you satisfied with your savings accumulation? This graph shows the amount you
would have to save each year to meet your goal at various rates of return. But remember
that one of the most important steps you can take to work toward your goals is to
avoid procrastination. Start saving for your goals today.

Impact of Rate of Return on Annual Savings Required

The information provided is not specific investment advice, a guarantee of performance, or a recommendation.
Rates of return will vary over time, particularly for long-term investments. Investments
offering the potential for higher rates of return also involve a higher degree of
risk.

This hypothetical example is used for illustrative purposes only. Actual results will vary.

The information in this calculator is not intended as tax or legal advice, and it
may not be relied on for the purpose of avoiding any federal tax penalties. You
are encouraged to seek tax or legal advice from an independent professional advisor.
The content is derived from sources believed to be accurate. Neither the information
presented nor any opinion expressed constitutes a solicitation for the purchase
or sale of any security.

This website may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, or tax advice. You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation. No representations are made as to the accuracy of the information contained herein or any information contained in any link provided herein.

Important Consumer Information:

This site is for informational purposes only and is not intended to be a solicitation or offering of any security and;

1. Representatives of a broker-dealer ("BD") or investment advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, the state; or (b) are excluded or exempted from the state's licensure requirements.

2. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a) affecting, or attempting to affect, transactions in securities; or (b) rendering personalized investment advice for compensation.